The purpose of this article is to provide information to Outreach Users regarding task activity insights.
- Outreach Users
- The bottom 1% of data is not included in graphs where the amount of data is not enough to make a suggestion.
- Timezones are accounted for, defaulting to the Outreach User's timezone.
Task Activity Insights Overview:
Task Activity Insights provide Users with information on how tasks are being completed, including the type of tasks, how many were completed on time, and how many were calls, emails, or generic tasks.
Users can sort and filter how metrics are displayed by clicking and selecting an applicable filter from the Filters dropdown menu and specifying a date range.
Content can be filtered as described in the table below.
|Prospect Owner|| Displays content by the selected Owner.
Note: For more information regarding ownership, refer to the How To Assign Ownership to Records article.
|Persona||Displays content by the selected persona.
Note: For more information regarding personas, refer to the How To Create a Persona article.
|Tag||Displays content by the selected tag.
Note: For more information regarding tags, refer to the How To Add Tags to Records article.
|Accounts||Displays content by the selected account.
Note: For more information regarding accounts, refer to the Accounts Overview article.
|Custom Field||Displays content by the selected custom field.
Note: For more information regarding custom fields, refer to the Custom Fields article.
|Date||Displays content by the selected date range:
Task Completed by Task Type:
The Task Completed by Task Type graph displays tasks completed over a period of time categorized by type of task.
The Task Completed table represents tasks completed over a period of time and how many of the tasks were completed before or after the task due date, segmented by Teams, Users, and Roles.